Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
The Elements of User Authentication
Configure User Authentication
Restrict Where and When Users Can Log In to Salesforce
Set Password Policies
Expire Passwords for All Users
Modify Session Security Settings
Configure When Users Are Prompted to Verify Identity
Require High Assurance Session Security for Sensitive Operations
Create a Login Flow
Create a Login Flow with the Cloud Flow Designer
Create a Custom Login Flow with Visualforce
Set Up a Login Flow and Connect to Profiles
Login Flow Examples
Set Up Two-Factor Authentication
Deploy Third-Party SMS-Based Two-Factor Authentication
Limit the Number of Concurrent Sessions with Login Flows
Give Users Access to Data
Share Objects and Fields
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Security Guidelines for Apex and Visualforce Development
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Create a Login Flow with the Cloud Flow Designer

Use the point-and-click Cloud Flow Designer to create a login flow declaratively. With this tool, you create a screen flow—a collection of screens and connectors that step users through a business process when they log in.
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To open, edit, or create a flow in the Cloud Flow Designer: Manage Flow

You can also use Visualforce to create a Visualforce Page login flow in code.

Note

Modify the default login flow to meet your needs. You can customize the login page by:

  • Supplying your own logo
  • Changing the colors of the background and login button
  • Displaying content on the right frame of the page

Follow these steps to build a login flow using the Cloud Flow Designer.

  1. Create a screen flow with the Cloud Flow Designer.

    Make sure that you save and activate the flow.

    Note

  2. From Setup, designate the flow as a login flow, and associate the flow with user profiles. See Set Up a Login Flow and Connect to Profiles.